April 29-30, 2010

About the Conference

This event will provoke an energetic discussion between researchers, policymakers, and practitioners on enhanced financial literacy and its relationship to retirement security, the financial marketplace, and how it relates to financial market regulation. The goal of the conference is to inform policymakers, academics, actuaries, plan sponsors, and benefits specialists about what has been learned, and what remains to be done, to take advantage of the ‘teachable moment’ resulting from the financial crisis. Conference attendees will include academics, actuaries, plan sponsors, benefits specialists, and policymakers, as well as others. The proposed research will be of substantial interest to the Wharton School, inasmuch as this analysis has important implications for the ways in which pension designers, fiduciaries, and policymakers should develop the future framework for financial education and retirement preparedness in public and private pension systems.

This conference was co-hosted by Annamaria Lusardi and Olivia S. Mitchell at The Wharton School.

Conference Agenda

Thursday, April 29, 2010

“Making Savers Winners: An Overview of Prize-Linked Savings Products”Erik G. Hurst and Jonathan Guryan, University of Chicago Booth School of Business, Melissa Kearney, University of Maryland, and Peter Tufano, Harvard School of BusinessDownload Presentation[351K PDF]